Business Details
Trusted Accountants in Irving, TX
At Petrick & Co CPAs & Co CPAs, we have dedicated ourselves to providing unparalleled accounting and tax services to individuals and businesses in Irving, TX. Our firm is built on three core principles: professionalism, responsiveness, and quality, ensuring every client receives personalized attention tailored to their unique financial needs. With years of experience serving the local community, we pride ourselves on helping clients navigate complex tax codes, optimize financial strategies, and achieve long-term stability.Our team of certified professionals offers a comprehensive range of services, including retirement planning, business advisory, QuickBooks support, and IRS audit representation. We are committed to fostering lasting relationships by delivering accurate, timely, and ethical solutions that empower our clients to focus on their personal and professional goals. By combining technical expertise with a client-first approach, we strive to be the trusted partner in all financial matters.
Services
Tax Preparation
Accounting Services
QuickBooks Setup
IRS Audit Representation
Retirement Planning
Payroll Services
Estate Planning
Financial Consulting
Highlights and features
- We offer tailored tax strategies to maximize savings for individuals and businesses.
- Our team provides expert QuickBooks setup and training for seamless financial management.
- Personalized business advisory services help owners improve profitability and compliance.
- We specialize in IRS audit representation and tax relief solutions.
- Proven experience serving construction, dental, healthcare, and legal industries.
Services
Business Valuation
Our business valuation services offer precise assessments of company worth, essential for mergers, acquisitions, or succession planning. We analyze financial statements, market position, and growth potential using industry-standard methodologies. Clients benefit from expert insights to make informed decisions regarding ownership transfers or strategic investments.
IRS Audit Representation
We provide expert representation during IRS audits, ensuring compliance and minimizing liabilities. Our CPAs communicate directly with tax authorities, organize necessary documentation, and advocate for fair outcomes. This service protects clients from penalties while navigating complex audit procedures efficiently.
QuickBooks Setup
Our QuickBooks setup service configures your accounting system for optimal performance, including chart of accounts, payroll integration, and workflow customization. We ensure seamless data migration and provide training to help businesses leverage software features for improved financial management and reporting accuracy.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, payroll, financial reporting, tax compliance, and business advisory to help small businesses maintain accuracy and grow profitably.
How can you assist with tax preparation and planning?
Our CPAs handle individual and business tax returns while proactively identifying deductions and credits. We develop strategies to legally minimize tax liabilities throughout the year.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, customization, training, and ongoing support to ensure efficient financial management tailored to your business needs.
What industries do you specialize in?
We have expertise in construction, healthcare, law firms, real estate, and dental practices, offering industry-specific insights to meet regulatory and financial challenges.
Reviews (3)
Klqm
Feb 11, 2021
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We first met Terry in the early 90's or maybe late 80's. He and his team are the absolute best. He's seen our hard and lean times and our not so hard a lean times.
Theresa Sharp
Dec 16, 2020
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This a excellant firm. They are very knowledgeable and very willing to help you in anyway they can. Have never had any problems using them. Very nice people. Have used them last several years and they have been great!
Cheryl Irwin
Aug 24, 2020
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We've been in these firm so long time ago, they do our taxes so as my in laws taxes too. All the accountant who do our taxes, they're nice and helpful too, they answered ur questions attentively. Miss Karen and Mr. Marcel is awesome so as Mr. Petrick. I highly recommend this firm
